Sorry I hide my true identity but I'm a physicist/engineer, native contrarian and idea generator. I am an eclectic dividend investor with motto "In God We Trust, All Others Pay Cash" applied to companies I invest in. I like to read /and read a lot - did you look on my SA photo 8-)? / including popular and academic investment books and papers. After 200+ books I concluded that many (but not all) finance academics failed to delivery a good science because they usually are more concerned about match between their models and limited (in time and place) data-sets than about underlying assumptions of their models. On another hand, finance practitioners such as fund managers have different goals than I (for example, they want to outperform or replicate market each single year while my goal is to have smooth income from my investment and I don't worry to underperform in a bull market) and to some extend more limited in their choices than I (for example, with micro- and nano-cap stocks). It gives a chance for me as amateur investor to compete successfully with professionals in niche strategies such as dividend investment (see http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/266502-why-i-m-a-dividend-zealot-jan-31-2012). My real portfolio consists of more than 100 dividend growth (DG) and high yield (HY) high quality stocks of USA and foreign companies with good history of dividend payments. I cherry-picked these stocks from the end of XX century in accordance with my ideas on diversification for income-equity investors ( http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/4183595-an-estimation-of-dividend-growth-portfolio-size). I also maintain artificial so-called "poor"folio of dividend stocks I use for self-education about market. I understand that DGI is mostly trust in company's Board of Directors consistency and that HYI is mostly disagreement with market sentiment but both styles fit my goals and mentality, My investor edges are i) critical scientific approach (used in natural science rather than in liberal sciences) to finance academics ideas and strong selection between useful and worthless findings; ii) quite predictable proprietary model of dividend reductions forecast in near future (couple years) that I have delivered from mix of hardware engineering ideas and physics concepts with finance data and behavior signals that allows me to sell stocks before such unpleasant event, and that I continue to polish; iii) independence in time frames and market exposures forbidden for many finance practitioners; iv) analyses of companies that are too small for institutional investors. I have couple excellent ideas in dividend investing I'd like to capitalize, so serious requests are welcome. I rather put my thoughts and ideas in SA Instablog and comments than in articles (I'm pretty busy/lazy/English-incompetent to perfect an article) but in all cases all standard disclaimers are applied. One of good things I have learned in Intel, that decision should be data driven. So I try to supply my ideas and thoughts with most relevant data. I love old Russian writer and dramatist Anton Chekhov principle "Brevity is the sister of talent" and think it is even more important nowadays with ocean of information in front of any investor. So, I try to follow this principle in my SA instablog and comments but please remember that "If I have more time, I would have written shorter". Being a scientific journals referee I have a bad habit to find few weak points in almost any manuscript, so I probably too critical in some comments but I hope the article authors excuse me. I prefer communicate via SA email rather than inside comments (I usually turn off "Track new comments on this article" feature SA has). So send me a SA email if you have a question or would like to discuss my point of view.
I am an engineer that got early retirement in 2011 at age of 50. Then, I decided to radically change my life (no manager, no team, no subordinates, no suits, no flights…) and take full control of it (...well...or whatever my wife allows me). Now I am dedicated to horses and investing.
Although I am in EU, I invest mainly in US stocks focused in dividends and growth including MLPs, REITs and ETFs (for markets difficult to reach). I look for solid markets, growing demand and good leadership. Usually I keep around 30 assets in my portfolio.
3/4 of the way there! Trying to figure out how to get to the "ent" from our retirement that we had originally planned.
We hold shares in AAPL, ABBV,BA, BAC, BIP, BK, BP, BX, CAG, CL, CG, CSCO, COST,CX, DOW, FPI, FTR, GE, GLW, GS, GSK, HD, HTM, JNJ, KMI, KO, LMT, MFC, MMM, MS, NKE, PCP, PEP, PMD, SFL, SLF, STB, STKL, TAL, TEF, UL, UPS, UTX, V, VALE, VOD, VZ, WILN, WPRT, WRN on the American side and mostly financials and commodities on the Cdn exchanges.
Love dividends, but still dabble a wee bit in "spec"
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
25-year veteran of the stock market and self-taught on most financial topics. Classically trained as an engineer, but ended up in management. Retired early to focus on investments.
I lean toward value investing with an emphasis on dividends and dividend growth. I manage my own portfolio and I also assist / coach several family members and friends with their individual holdings.
I am 60 and retired,I worked most of my life managing a small logging company in Southern VA. I never worked anywhere that offered a pension or 401K, so I started a IRA back in the eighties. The little I knew about stocks back then I learned from my DAD, a dairy farmer, who invested. I always focused on stocks that paid dividends, but after the recession I discovered Seeking Alpha and David Fish CCC List, and follow all the great authors there, now I look for Dividend GROWTH. In 2011 I did a lot of swapping of my holdings so most of what I hold now are on the champions list, as I hope never to sell them, just use the dividends they produce. AS my uncle use to say (Drink all the milk you want but leave the cow alone)